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| Provider | Service type | Compensation |
|---|---|---|
BDG-CPAS5 years Service code 10 · EIN 22-2625944 | Accounting | $4,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,532 | $65,423+26.2% | $98,477-16.2% | $85,856-3.9% |
| Participation rate | 52.2% | 65.0%-12.8pp | 73.3%-21.1pp | 69.3%-17.1pp |
| Annual return | 12.63% | 21.76%-9.1pp | 1493.59%-1481.0pp | 318.58%-305.9pp |
| Employer contribution / active EE | $1,268 | $2,168-41.5% | $2,961-57.2% | $2,565-50.6% |
| Participant deferral / active EE | $2,654 | $3,167-16.2% | $4,276-37.9% | $3,952-32.9% |
| Admin fee / account holder | $90 | $4,594-98.0% | $5,951-98.5% | $6,261-98.6% |